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Jeffrey Scott Burrow

SIERRA OCEAN, LLC·RIPON, California
Series 7, Series 31, Series 66Clean record25 years registeredSIERRA OCEAN, LLC
521 N WILMA AVENUE, RIPON, CA 95366CRD# 4119745Firm CRD# 313829

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Scott Burrow · RIPON, CA
Registration
CRD #4119745 · SIERRA OCEAN, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

SIERRA OCEAN, LLC
Jun 2021 – present
GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT
Aug 2014 – Aug 2021
SACRAMENTO, CA
VALLEY WEALTH, INC.
Mar 2008 – Dec 2014
MODESTO, CA
CITIGROUP GLOBAL MARKETS INC.
Feb 2005 – Mar 2008
MODESTO, CA
MORGAN STANLEY
Sep 2000 – Feb 2005
MODESTO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 66
Registration record
First registered · September 20, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SIERRA OCEAN, LLC
CRD 313829 · SEC 801-121123
AUM
$395M
Regulatory assets under management
Employees
3
507 client accounts
Services offered by SIERRA OCEAN, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SIERRA OCEAN, LLC →
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05

Frequently Asked Questions

What services does Jeffrey Scott Burrow offer?
Jeffrey Scott Burrow specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RIPON, California for a consultation.
What are Jeffrey Scott Burrow's credentials?
Jeffrey Scott Burrow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Burrow located?
Jeffrey Scott Burrow is based in RIPON, California, working with SIERRA OCEAN, LLC. Their office serves clients in the RIPON metropolitan area and surrounding communities.
How does Jeffrey Scott Burrow charge for services?
Jeffrey Scott Burrow's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIERRA OCEAN, LLC?
SIERRA OCEAN, LLC has approximately 3 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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